• Getting Started

      • Log into Smart Skills

        • Open the link to your Platform using your web browser 

        • Enter your Email and Password, then click Login

        • Click Smart Skills on the main menu

    • Creating Teams & Managing Users

      • Create a Team or Sub-Team

        • Click User Management in the main menu

        • Select Teams

        • Click the "+" button to add a new Team

        • Enter the Team Name

        • Optional: To create a Sub-Team, select the Team to which it should belong

        • Click NEXT

        • Click NEXT to continue creating your Team 

          You can add users later

        • Click NEXT to continue creating your Team

          You can activate guide approval later

        • If you are using this Team also for Guide creation, choose a setting for who should receive guide related email notifications

          Click NEXT

        • If you are using this Team also for Guide creation, choose the Workspaces this team should have access to

          Click SAVE

          Your Team is now created!

      • Create Users

        • Click User Management in the main menu

        • Select Users 

        • Click the "+" button

        • Enter User details such as:

          • Full Name
          • Email

          Click NEXT

        • Select the Team to which you want to add this user

        • Select the Role the user should have in this Team

        • Optional: Select the Job Title the user should have in this Team

        • Click CREATE & INVITE USER

      • Add Users to Teams

        • Click User Management

        • Select Teams

        • Click on the Team you want to manage

        • Go to the Users tab

        • Click Add another user

        • Select the User from the drop-down list

        • Select the Role the user should have in this Team

        • Optional: Select the Job Title the user should have in this Team

        • Click ADD TO TEAM

          The user has now been successfully added to the Team!

      • Create a Job Title

        • Click User Management in the main menu

        • Select Job Titles 

        • Click the "+'' button

        • Enter the Job Title Name

        • Click CREATE

      • Assign Job Titles to Users

        • Click User Management in the main menu

        • Select Teams

        • Click on the Team you want to manage

        • Go to the Users tab

        • Find the user you want to edit

        • Select the Job Title from the drop-down list

          Changes will be saved automatically

    • Setting up Your Skills Framework

      • Edit the Skill Level Names on Your Platform

        • Click on Settings in the main menu

        • Select Platform

        • Select Skill Levels

        • Click on the pencil icon to change the name of the skill level

        • Modify the name of the skill level

        • Click SAVE CHANGES

      • Shortcut: Create Skills & Learning Activities

        • Click Smart Skills in the main menu

        • Select Skills

        • Click + CREATE SKILL

        • Enter the Skill Name

        • Select the Assessment Frequency from the drop-down menu

        • Add any relevant tags to your Skill

        • Click Add Learning Activities

          A tab will appear with a list of learning activities

        • Click + Create Learning Activity

        • Enter the Learning Activity Name

        • Enter a description of the Learning Activity

        • Paste the link to the learning content, if applicable

        • Add any relevant tags to your Learning Activity

        • Click CREATE 

          Your Learning Activity has now been saved and added to your skill.

        • Add as many Learning Activities as needed

        • Click on the grey area to go back to your Skill

        • Click CREATE 

          Your Skill is now created!

      • Create a Learning Activity

        • Click Smart Skills in the main menu

        • Select Learning Activities

        • Click + CREATE LEARNING ACTIVITY

        • Enter the Learning Activity Name

        • Enter a description of the Learning Activity

        • Paste the link to the learning content

        • Add any relevant tags to your Learning Activity

        • Click CREATE 

          Your Learning Activity is now created!

      • Create a Skill

        • Click Smart Skills in the main menu

        • Select Skills

        • Click + CREATE SKILL

        • Enter the Skill Name

        • Select the Assessment Frequency from the drop-down list

        • Add any relevant tags to your Skill

        • Click Add Learning Activities

          A tab will appear with a list of Learning Activities

        • Select the Learning Activities that are required for this Skill

        • Click on the grey area to go back to your Skill

        • Click CREATE

          Your Skill is now created!

      • Create a Skill Profile

        • Click Smart Skills in the main menu

        • Select Skill Profiles

        • Click CREATE SKILL PROFILE

        • Enter the Skill Profile Name

        • Click + ADD SKILLS

        • Select the Skills that are required for this Skill Profile

        • Select the required level for each Skill

        • Click NEXT

        • Click + ADD TEAM & JOB TITLE to assign the Skill Profile to a Team and/or Job Title

        • Select a Team to assign the Skill Profile to all users within the Team

        • Click on the grey area to go back

        • Verify that the Skill Profile is assigned to all relevant Teams or Job Titles, then click SAVE.

      • Create Tags

        • Filter and Search Using Tags

        • Editing Your Skills Framework

          • Edit a Learning Activity

            • Click Smart Skills in the main menu

            • Select Learning Activities

            • Find the Learning Activity you want to edit

            • Click on the Learning Activity

            • Edit the Learning Activity Name, change the Description, update the Link, or edit the Tags

            • Press SAVE

          • Delete a Learning Activity

            • Click Smart Skills in the main menu

            • Select Learning Activities

            • Find the Learning Activity you want to delete

            • Click on the 3 dots next to the Learning Activity

            • Select Delete

            • You will receive a warning message if the Learning Activity is used in a Skill Profile

              Select DELETE to confirm you would like to delete the Learning Activity

          • Edit a Skill

            • Click Smart Skills in the main menu

            • Select Skills

            • Find the Skill you want to edit

            • Click on the Skill 

            • Edit the Skill Name, change the Assessment Frequency, edit the Tags, or add/delete Learning Activities

            • Press SAVE

          • Delete a Skill

            • Click Smart Skills in the main menu

            • Select Skills

            • Find the Skill you want to delete

            • Click on the 3 dots next to the Skill

            • Select Delete

            • You will receive a warning message if the Skill is used in a Skill Profile

              Select DELETE EVERYWHERE to confirm you would like to delete the Skill

          • Edit a Skill Profile

            • Click Smart Skills in the main menu

            • Select Skill Profiles

            • Locate the Skill Profile and click the arrow next to the Skill Profile

            • Edit the Skill Profile Name or add/delete Skills

            • Click SAVE

          • Assign a Skill Profile to a Team or Job Title

            • Click Smart Skills in the main menu

            • Select Skill Profiles

            • Locate the Skill Profile and click the arrow next to the Skill Profile

            • Click Assign to...

            • Click + ADD TEAM & JOB TITLE to assign the Skill Profile to a Team and/or Job Title

            • Select a Team to assign the Skill Profile to all users within the Team

            • Click on the grey area to go back

            • Verify that the Skill Profile is assigned to all relevant Teams or Job Titles, then click SAVE.